Contact – Tax Services Oahu

Name *

First

Last

Email *

Phone *

What type of tax services do you require (check all that might apply) *

Individual income tax preparation
S corporation, multi-member LLC, partnership, or trust income tax preparation
Business tax consultation, business entity formation, s corporation election, and/or business entity formation
Payroll services
Bookkeeping services
Hawaii GE Tax filing services
Hawaii Transient Accommodation Tax filing services
I am behind on my taxes and I need help with multiple years
I need to fix or amend a tax return that was already filed
I received a letter or I am being audited
I need help with something else

As published in our pricing table, we currently offer a lower rate for "online-only" services for clients who do not need an appointment and do not need to work with an EA or Tod Marcus. *

I prefer the lower rate. I am OK with online-only services (no appointment), and I do not need to work with an EA or Tod Marcus.
I am not comfortable with online only services. I need an in-person appointment to review my taxes when they are ready (lower rate not available not available).
I need an EA to prepare my taxes (lower rate not available).
I prefer to only work with Tod Marcus (lower rate not available).

Do you have or are you associated with foreign (NON-US) income, bank accounts, assets, retirement accounts, investments, trusts, property, businesses, corporations (or other) entities, gifts, and/or distributions? *

Yes
No

Are you an active day trader or a professional securities trader? *

Yes
No

Are you or will you be facing bankruptcy? *

Yes
No

What are your tax concerns?